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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+10.43%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWCZ
3626
DELISTED
European Wax Center
EWCZ
– –
-44,400
Closed -$441K
EWT icon
3627
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-13,500
Closed -$732K
EWW icon
3628
iShares MSCI Mexico ETF
EWW
$1.91B
– –
-5,898
Closed -$334K
EWZ icon
3629
iShares MSCI Brazil ETF
EWZ
$8.6B
– –
-38,400
Closed -$1.05M
FA icon
3630
First Advantage
FA
$3.57B
– –
-50,400
Closed -$810K
FBCG
3631
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
– –
-43,500
Closed -$1.85M
FBIN icon
3632
Fortune Brands Innovations
FBIN
$5.73B
– –
-321,170
Closed -$20.9M
FBK icon
3633
FB Financial Corp
FBK
$3.09B
– –
-5,562
Closed -$217K
FBRX icon
3634
Forte Biosciences
FBRX
$1.57B
– –
-5,336
Closed -$71.6K
FCPT icon
3635
Four Corners Property Trust
FCPT
$2.71B
– –
-93,400
Closed -$2.3M
FDIS icon
3636
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.71B
– –
-3,900
Closed -$316K
FDL icon
3637
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.83B
– –
-26,900
Closed -$1.02M
FDVV icon
3638
Fidelity High Dividend ETF
FDVV
$10.4B
– –
-28,000
Closed -$1.31M
FFBC icon
3639
First Financial Bancorp
FFBC
$3.57B
– –
-54,237
Closed -$1.21M
FFIN icon
3640
First Financial Bankshares
FFIN
$4.99B
– –
-61,808
Closed -$1.83M
FISV
3641
Fiserv Inc
FISV
$27.2B
– –
-169,527
Closed -$25.3M
FIBK icon
3642
First Interstate BancSystem
FIBK
$3.63B
– –
-29,698
Closed -$825K
FIVE icon
3643
Five Below
FIVE
$12.9B
– –
-54,919
Closed -$5.98M
FIXD icon
3644
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
– –
-29,200
Closed -$1.26M
FL
3645
DELISTED
Foot Locker
FL
– –
-41,109
Closed -$1.02M
FNDA icon
3646
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
– –
-12,000
Closed -$330K
FNDE icon
3647
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10B
– –
-11,100
Closed -$328K
FPI
3648
Farmland Partners
FPI
$423M
– –
-38,200
Closed -$440K
FRME icon
3649
First Merchants
FRME
$2.7B
– –
-58,820
Closed -$1.96M
FSLR icon
3650
First Solar
FSLR
$24.6B
– –
-120,100
Closed -$27.1M
144 145
146
147 148

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Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.